Managing contracts

Contracts are the legal agreements that flow from accepted quotes — MSAs, SOWs, amendments, NDAs, partner agreements. Each contract has a type, effective date, term length, auto-renewal flag, signers, and optional value.

To add a contract:
1. /contracts → + New contract (or from an account detail → "+ Contract")
2. Set type, effective date, term length, auto-renewal preferences
3. Upload the signed PDF OR initiate e-sign via the Signatures module (if active)
4. Add signers + parties

Expiration + renewal alerts:
The contracts dashboard surfaces contracts expiring within 30 / 60 / 90 days. Set auto-renewal terms on the contract so renewals don't slip through. Wally can be tasked to ping you on contract milestones via the Insights surface.